Sales Order - User Cannot See Data When Creating New Item/Customer

I have a user who can create a NEW customer or item but CANNOT get those two components to populate her Sales Order.

Independently, she can open either the Item or the Customer card and edit/modify.

Any ideas on why this is happening? I did check Permissions b/c it usually is where I’d be directed to begin.


Did you grant this User permission for Sales Document EDIT? Please look at your permissions and make sure they have EDIT permission vs. READ.